Anic Equity¶
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Total return since start: 0.624 %¶
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Equity now: -----------------------------> 49612.48 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43593.11 Kr¶
PnL: ---------------------------------------> -1282.47 Kr¶
DD now: ---------------------------------> -6.604 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 14:02:55.123210'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.410000 | 1520.550000 | 97.550000 | 6.860000 | 1423.000014 |
| Profoto Holding | 7 | 2.390000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.930000 | 916.440000 | 4.440000 | 0.490000 | 912.000000 |
| JM | 7 | 0.300000 | 942.900000 | -7.100000 | -0.750000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.280000 | 896.500000 | -7.500000 | -0.830000 | 904.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| ASSA ABLOY B | 4 | -0.570000 | 983.200000 | -9.800000 | -0.990000 | 993.000000 |
| Biotage | 1 | -2.320000 | 138.700000 | -10.300000 | -6.910000 | 149.000000 |
| Vitrolife | 3 | 1.190000 | 664.800000 | -12.200000 | -1.800000 | 677.000001 |
| OX2 | 12 | -1.190000 | 895.800000 | -13.200000 | -1.450000 | 909.000000 |
| Eastnine | 6 | -2.010000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| BioGaia B | 8 | 1.090000 | 889.600000 | -14.400000 | -1.590000 | 904.000000 |
| Gränges | 10 | 0.590000 | 1024.000000 | -15.000000 | -1.440000 | 1039.000000 |
| AcadeMedia | 20 | -0.780000 | 962.400000 | -15.600000 | -1.600000 | 978.000000 |
| Bufab | 3 | -0.280000 | 1056.600000 | -19.400000 | -1.800000 | 1076.000001 |
| Hexatronic Group | 15 | 0.550000 | 1050.300000 | -20.700000 | -1.930000 | 1071.000000 |
| Latour B | 4 | -1.560000 | 834.800000 | -21.200000 | -2.480000 | 856.000000 |
| Investor B | 3 | -0.380000 | 635.250000 | -22.750000 | -3.460000 | 657.999999 |
| Vitec Software Group B | 2 | -2.350000 | 1079.000000 | -25.000000 | -2.260000 | 1104.000000 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Hoist Finance | 36 | 0.930000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Sandvik | 4 | -0.100000 | 817.600000 | -30.400000 | -3.580000 | 848.000000 |
| Sagax B | 4 | -1.890000 | 851.600000 | -33.400000 | -3.770000 | 885.000000 |
| Alimak Group | 12 | 0.120000 | 973.200000 | -33.800000 | -3.360000 | 1007.000004 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| SKF B | 5 | -0.610000 | 942.750000 | -37.250000 | -3.800000 | 980.000000 |
| Byggmax Group | 33 | -0.920000 | 927.300000 | -39.700000 | -4.110000 | 966.999990 |
| EQT | 4 | -2.310000 | 829.600000 | -43.400000 | -4.970000 | 873.000000 |
| Catena | 2 | -0.210000 | 754.800000 | -51.200000 | -6.350000 | 806.000000 |
| Orrön Energy | 170 | -2.940000 | 1994.100000 | -51.900000 | -2.540000 | 2045.999980 |
| Platzer Fastigheter Holding B | 12 | -1.190000 | 897.600000 | -53.400000 | -5.620000 | 951.000000 |
| HEXPOL B | 8 | -5.010000 | 894.400000 | -62.600000 | -6.540000 | 957.000000 |
| Hexagon B | 26 | -1.190000 | 3343.600000 | -76.400000 | -2.230000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.650000 | 2581.680000 | -401.900000 | -13.470000 | 2983.577733 |
| TOTAL | 43620.590000 | -1254.990000 | -6.5519% | 44875.578016 |
Updated:¶
'2023-06-21 14:01:48.582484'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
